Bloomberg’s Daybreak Desk Says SK Hynix’s Record $26.5 Billion Nasdaq Debut Proves the AI Chip Boom Isn’t Cooling

Michael Williams

Fri, July 10, 2026 astatine 10:52 AM CDT 5 min read

Quick Read

• Micron (MU) guided $50B successful Q4 gross portion NVIDIA (NVDA) posted $75B successful Data Center sales, some validating SK Hynix's grounds $26.5B US debut.

• KLA surged 150% implicit the past twelvemonth supplying the process power tools that marque HBM stacking commercially viable crossed the full AI buildout.

• This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin put successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

Bloomberg's Daybreak Europe table framed today's SK Hynix NASDAQ debut arsenic validation that AI-driven spot request remains structurally intact, adjacent with equity markets navigating caller macro cross-currents. The South Korean representation shaper raised $26.5 cardinal successful its ADR offering, a woody that surpassed Alibaba's anterior grounds to go the largest ever US listing by a overseas company.

Bloomberg analogous Winnie tied the absorption to representation assemblage fundamentals: "The gains are being boosted by the exertion shares aft Micron spending program truly reassured investors that the AI request remains solid, and present you tin spot that KOSPI inactive starring gains up astir 5% up of the SK Hynix US listing." The bureau exertion added that "the 2 stocks successful Korea are the instauration of the full AI buildout" and that "the information that SK was capable to rise this benignant of wealth astatine a premium is simply a beardown point."

With ADRs opening astatine a 3% premium to Thursday's Korea adjacent and the broader Asian stocks benchmark up 1.4% to 1.5%, the terms enactment aligned with what 3 US-listed AI beneficiaries person been telling investors successful their astir caller results.

Micron: The Direct Read connected Memory Demand

Micron Technology (NASDAQ:MU) is the nonstop US-listed proxy for what SK Hynix does. In fiscal Q3 2026, Micron reported gross of $41.456 billion, a 345.72% leap from the anterior year, with non-GAAP EPS of $25.11 against a $20.2843 consensus. Cloud Memory contributed $13.769 cardinal and Core Data Center added different $11.524 billion.

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